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Tuesday 18 November 2025
GMI Cloud to build US$500 million AI factory in Taiwan with 7,000 Blackwell Ultra GPUs
GMI Cloud, an Nvidia Cloud Partner (NCP) and GPU-as-a-Service provider, has announced plans to build a US$500 million AI Factory in Taiwan, adding new large-scale compute capacity...
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from...
Tuesday 18 November 2025
Etron benefits from booming edge AI market, shortages extend through 2026
AI has pushed the memory industry into a growth cycle. Etron Technology President Elvis Deng stated that memory supply is now in short supply across the board. DDR4, LPDDR4, and DDR3...
Tuesday 18 November 2025
Tesla unveils three-phase blueprint to scale Optimus robot
The head of Tesla's artificial-intelligence division recently warned employees that 2026 will be the most demanding year of their lives, urging the AI organization to brace for an...
Tuesday 18 November 2025
PDG announces US$700 million data-center investment in South Korea

Princeton Digital Group (PDG) has announced plans to enter the South Korean market with a US$700 million data-center investment, marking...

Tuesday 18 November 2025
Arm plugs into NVLink — and suddenly the AI data-center map looks less x86-shaped
Arm and Nvidia announced new steps to expand their collaboration on AI data center infrastructure, highlighting the growing demand for energy-efficient computing as AI workloads scale...
Tuesday 18 November 2025
Microsoft benefits from OpenAI tech sharing for ASIC development
Microsoft CEO Satya Nadella recently stated in an interview that Microsoft can access OpenAI's model research outcomes. System-level innovations developed by OpenAI can also be fully...
Monday 17 November 2025
Taiwan MCU makers expand into power and cooling to mitigate AI data center power consumption surge
As rack-level power consumption and cooling requirements rise in data centers, Taiwanese microcontroller (MCU) suppliers are innovating in power-supply and cooling-fan controls. Nuvoton...
Monday 17 November 2025
Reducer demand rises as humanoid robot competition intensifies across Taiwan and China
As the integration of production technology advances, the demand for humanoid robots and robotic dogs is growing, with the reducer—a key component known for its high gross margin...
Monday 17 November 2025
Microsoft launches AI superfactory to mitigate grid load
Microsoft has activated its data center in Atlanta, Georgia, connecting it with another Fairwater project data center in Wisconsin. This will support OpenAI and its own LLM training,...
Monday 17 November 2025
Auras Technology reports record highs amid strong liquid cooling demand
The demand for liquid cooling in AI server racks is soaring, driving significant operational growth for Taiwanese cooling module manufacturer Auras Technology. Chairman Yu-shen Lin...
Monday 17 November 2025
Nvidia tightens grip on Vera Rubin cooling supply chain, squeezing margins
Nvidia is preparing a major shift in how it manages the supply chain for its next-generation Vera Rubin server platform, tightening control over both assembly and key thermal components...
Monday 17 November 2025
Google to invest US$40 billion in Texas for cloud and AI data center expansion by 2027
Google has announced plans to invest US$40 billion in Texas through 2027, expanding its cloud and AI infrastructure with new data center campuses in Armstrong and Haskell counties.
Monday 17 November 2025
Former Google and Meta executives launch Majestic Labs to tackle AI memory bottlenecks
Three former senior executives from Google and Meta Platforms Inc. have launched Majestic Labs, a startup focused on developing advanced server architectures to address memory limitations...
Monday 17 November 2025
ZDT and Compeq gain on strong iPhone 17 sales, eye AI server growth in 2026
Taiwanese PCB makers Zhen Ding Technology (ZDT) and Compeq Manufacturing posted solid third-quarter 2025 results, lifted by stronger-than-expected sales from Apple's iPhone 17 lineup...